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JB
CFP · ChFC
JB
CFP · ChFC

James Ball

Virtue Capital Management, LLC
29 Years of Experience
Venice, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

James Ball is a CFP, ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Venice, FL, with 29 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5,770 clients with $1.3B in assets under management.

Virtue Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
90 advisors
Number of Clients
5,770 clients
Average Client Portfolio
$227K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Asset-based management fees generally range up to 1.95% per year based on the platform rate selected by the investment adviser representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

211 Nokomis Avenue South, Venice, FL, 34285

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James is the 100% owner of James Ball Insurance Inc., offering various insurance products, taking nearly full-time. He also owns Medallion Financial Resources, a DBA used for marketing purposes, dedicating about half his time, and is a representative for Accurate Wealth Management, LLC, spending about 10-20% of his time proposing investments.

Employment History
Current Registrations
Virtue Capital Management, LLC
February 2026 - Present · 8 mos
Previous Registrations
Simplicity Wealth
November 2025 - February 2026 · 3 mos
Accurate Wealth Management, LLC
August 2022 - October 2025 · 3 yrs 2 mos
Aag Capital, INCBroker
August 2022 - August 2024 · 2 yrs
Independent Financial Group, LLC
September 2019 - August 2022 · 2 yrs 11 mos
Independent Financial Group, LLCBroker
September 2019 - August 2022 · 2 yrs 11 mos
LPL Financial LLC
October 2016 - September 2019 · 2 yrs 11 mos
LPL Financial LLCBroker
September 2016 - September 2019 · 3 yrs
USA Financial Securities Corporation
January 2015 - September 2016 · 1 yr 8 mos
USA Financial Securities CorporationBroker
January 2015 - September 2016 · 1 yr 8 mos
Woodbury Financial Services, INC.
January 2010 - January 2015 · 5 yrs
Woodbury Financial Services, INC.
February 2009 - December 2009 · 10 mos
Woodbury Financial Services, INC.Broker
January 2009 - January 2015 · 6 yrs
National Planning Corporation ("npc of America" in Fl & Ny)
February 2008 - December 2008 · 10 mos
National Planning CorporationBroker
February 2008 - December 2008 · 10 mos
Spc
August 2007 - February 2008 · 6 mos
Sigma Financial CorporationBroker
August 2005 - February 2008 · 2 yrs 6 mos
Nationwide Securities, INC.Broker
April 2000 - August 2005 · 5 yrs 4 mos
Franklin Financial Services CorporationBroker
April 1998 - March 2000 · 1 yr 11 mos
Mutual of Omaha Investor Services, INC.Broker
February 1997 - March 1998 · 1 yr 1 mo
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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